Birch Capital Management’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Hold |
7,055
| – | – | 0.53% | 40 |
|
|
2025
Q1 | $1.09M | Hold |
7,055
| – | – | 0.57% | 38 |
|
|
2024
Q4 | $989K | Sell |
7,055
-11
| -0.2% | -$1.54K | 0.5% | 39 |
|
|
2024
Q3 | $948K | Hold |
7,066
| – | – | 0.46% | 43 |
|
|
2024
Q2 | $838K | Hold |
7,066
| – | – | 0.44% | 43 |
|
|
2024
Q1 | $868K | Sell |
7,066
-501
| -7% | -$61.5K | 0.45% | 46 |
|
|
2023
Q4 | $901K | Sell |
7,567
-1,631
| -18% | -$194K | 0.52% | 42 |
|
|
2023
Q3 | $1.06M | Hold |
9,198
| – | – | 0.67% | 36 |
|
|
2023
Q2 | $1.03M | Sell |
9,198
-1,918
| -17% | -$215K | 0.63% | 39 |
|
|
2023
Q1 | $1.27M | Sell |
11,116
-150
| -1% | -$17.2K | 0.82% | 35 |
|
|
2022
Q4 | $1.3M | Sell |
11,266
-1,690
| -13% | -$195K | 0.9% | 34 |
|
|
2022
Q3 | $1.45M | Hold |
12,956
| – | – | 1.1% | 30 |
|
|
2022
Q2 | $1.48M | Sell |
12,956
-3,365
| -21% | -$383K | 1.05% | 31 |
|
|
2022
Q1 | $2.23M | Hold |
16,321
| – | – | 1.37% | 26 |
|
|
2021
Q4 | $2.23M | Sell |
16,321
-321
| -2% | -$43.8K | 1.34% | 25 |
|
|
2021
Q3 | $1.87M | Hold |
16,642
| – | – | 1.27% | 26 |
|
|
2021
Q2 | $1.79M | Hold |
16,642
| – | – | 1.21% | 26 |
|
|
2021
Q1 | $1.63M | Sell |
16,642
-3,793
| -19% | -$372K | 1.2% | 29 |
|
|
2020
Q4 | $1.9M | Hold |
20,435
| – | – | 1.45% | 24 |
|
|
2020
Q3 | $1.63M | Hold |
20,435
| – | – | 1.42% | 25 |
|
|
2020
Q2 | $1.55M | Hold |
20,435
| – | – | 1.45% | 25 |
|
|
2020
Q1 | $1.29M | Hold |
20,435
| – | – | 1.48% | 28 |
|
|
2019
Q4 | $1.74M | Buy |
+20,435
| New | +$1.74M | 1.7% | 23 |
|